Crypto
(November 2021) Going Down The Crypto Rabbithole
Uranium
(June 2021) Investing in Uranium
(September 2021) Uranium – How Will The Squeeze Play Out?
Corona-Crisis
(March 2020) Thoughts On Coronavirus
(April 2020) The Possible Path Forward
(May 2020) Portfolio Update: How I’m Investing Now
Short / Medium Term Oil Outlook
(Dec 2016) Thoughts on OPEC Deal
(May 2017) Update on Oil Thesis
(Oct 2017) The Opportunity of a Lifetime
(May 2018) Sit Back and Enjoy the Show
(May 2018) Fear = The Enemy Of Logic
(Nov 2018) C-Rude Awakening (Part II)
(Jan 2019) What Went Wrong in 2018, and the Path to Recovery
(June 2019) Oil Market Update: Sell-Off Warranted, But Temporary
(November 2019) It’s Been A While
(March 2020) Thoughts on Coronavirus
(April 2020) Interesting Short Opportunity In Oil
(May 2020) Portfolio Update: How I’m Investing Now
(September 2020) Oil Market Update
(March 2021) Portfolio Update: Taking Some Money Off The Table On Energy Gains
(April 2021) Oil Market at Inflection Point
(July 2021) Oil Market Update Part I
(July 2021) Oil Market Update Part II
(July 2021) Oil Market Update Part III
(October 2021) Oil Market Headwinds Are Clearing
Long-Term Oil Outlook
(Oct 2016) The Story of Oil (Part I): The Crash
(Oct 2016) The Story of Oil (Part II): The Resurgence
(Oct 2016) The Story of Oil (Part III): How to Profit from a Rise in Oil Prices
(Dec 2016) Thoughts on OPEC Deal
(March 2019) What Is The End Game For The Oil Thesis? – Part I: Conventional Oil Supply
(May 2019) What Is The End Game For The Oil Thesis? – Part II: Can US Shale Growth Save The World?
(January 2020) What Is The End Game For The Oil Thesis? – Part III: Will OPEC Save The World?
(May 2020) Portfolio Update: How I’m Investing Now
(November 2020) Biden Presidency Is a Tailwind For Oil
(January 2021) Some Thoughts To Close The Year (Part 2)
(October 2021) Why Neither OPEC+ Nor US Shale Can Do Much About The Energy Crisis
Gold
(April 2020) A Possible Path Forward
(January 2021) Some Thoughts To Close The Year (Part 2)
(March 2021) Portfolio Update: Taking Some Money Off The Table On Energy Gains
Gear Energy / Canadian Oil Sector
(Nov 2016) Gear Energy: A Levered Bet on Higher Oil Prices
(Oct 2017) The Opportunity of a Lifetime
(Feb 2018) Gear Energy Update: Kicking A** Despite Oil Price Volatility
(Feb 2019) The Long View On Canadian Oil Stocks – Patience Will Be Rewarded
(March 2020) Thoughts on Coronavirus
(May 2020) Portfolio Update: How I’m Investing Now
(July 2020) Gear Energy Update
(September 2021) Gear Energy Update
California Resources Corporation
(Oct 2017) The Opportunity of a Lifetime
(March 2018) California Resources Corp. – A Call Option on Higher Oil Prices
(August 2019) CRC: The Good, The Bad, The Ugly
(February 2020) CRC Debt Exchange: Creative Deleveraging Solution
(March 2020) Thoughts on Coronavirus
(March 2020) CRC Update: Losing Control
(May 2020) Portfolio Update: How I’m Investing Now
Bellatrix Exploration
(Feb 2017) Natural Gas 101: A High Level Look at North American Market Fundamentals
(Mar 2017) The Long (and Painful) Journey with Bellatrix Exploration
(Mar 2017) The Long (and Painful) Journey with Bellatrix Exploration – Part II
(Feb 2018) Giving Up on the Natural Gas Thesis (for now)
Macro / Market Outlook
(Oct 2016) Rant on Globalization/Free Trade
(Feb 2018) Some Thoughts on Macro in 2018
(July 2018) The Big Picture – Macro Risks Are Rising
(Oct 2018) The Big Picture – Start of the Great Rotation?
(April 2020) A Possible Path Forward
(March 2020) Thoughts on Coronavirus
(December 2020) Some Thoughts To Close The Year (Part 1)
(January 2021) Some Thoughts To Close The Year (Part 2)
(March 2021) Portfolio Update: Taking Some Money Off The Table On Energy Gains
(December 2021) The Trouble With Inflation
Natural Gas
(Feb 2017) Natural Gas 101: A High Level Look at North American Market Fundamentals
(Feb 2018) Giving Up on the Natural Gas Thesis (for now)
(April 2020) Why Natural Gas Is Poised To Benefit From Oil Market Collapse
(March 2021) Portfolio Update: Taking Some Money Off The Table On Energy Gains
JD.com
(Sept 2018) Thoughts on JD.com
Amazon.com
The Pale Blue Dot 